Guerra Wealth Advisors

Guerra Wealth Advisors We are a full-service financial advisory firm helping families create wealth management strategies.

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with vast experience in addressing your particular concerns. Our mission is helping our clients manage the long-term decisions that ultimately determine the wealth which they and their families accumulate.

Hurricane season may be forecasted as below-normal, but Florida retirees know the truth: one storm is plenty.Before the ...
06/04/2026

Hurricane season may be forecasted as below-normal, but Florida retirees know the truth: one storm is plenty.

Before the next warning hits, review your homeowners policy, confirm whether you have flood coverage, and update your evacuation and important document plan now.

Because “I’ll check it later” is not a retirement strategy.

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Your retirement income could directly impact your Medicare premiums.Many retirees are surprised to learn that higher inc...
06/03/2026

Your retirement income could directly impact your Medicare premiums.

Many retirees are surprised to learn that higher income in retirement can trigger IRMAA surcharges, increasing both Medicare Part B and Part D costs.

Higher income. Higher premiums.
Plan today. Protect tomorrow.

Retirement tax planning strategies, including Roth conversions, withdrawal sequencing, and income management, may help reduce unexpected Medicare costs later in retirement.

MAGI = Modified Adjusted Gross Income (from your 2024 tax return)

Want to learn more about tax-smart retirement planning?

Download our 2026 Tax Strategy Playbook:
https://tinyurl.com/2s3vntxj

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Guardian of ExcellenceCongratulations to Andrew Duran for being recognized as this month’s Guardian of Excellence.Andrew...
06/02/2026

Guardian of Excellence

Congratulations to Andrew Duran for being recognized as this month’s Guardian of Excellence.

Andrew consistently demonstrates the values that define our team: dedication, professionalism, a commitment to growth, and a willingness to go the extra mile to support those around him. His positive attitude, strong work ethic, and pursuit of excellence make a meaningful impact every day.

Thank you, Andrew, for helping us continue to deliver an exceptional experience for the families we serve.

Well deserved!

06/02/2026

Do you actually know if you’re ready to retire?

Many people focus only on the size of their retirement accounts, but retirement planning goes much deeper than investment balances alone.

In this conversation, Sebastian Guerra discusses how retirees often underestimate:
• taxes in retirement
• spending patterns
• healthcare costs
• Social Security planning
• and the importance of a structured income strategy

Even families with substantial savings can discover gaps in their financial plan once they look at the full picture.

The key is not panic. The key is planning.

Download the Retirement Freedom Guide to learn how to create a retirement strategy focused on income, tax efficiency, and long-term confidence.

https://tinyurl.com/2z48am7b

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

06/01/2026

Weekly Market Update – Through May 29

Stocks continued their climb last week, with the S&P 500 extending its winning streak and the Dow reaching new record highs. At the same time, investors remain focused on inflation, oil prices, and global tensions because these factors can influence bond yields and interest rates, especially for retirees and those approaching retirement.

The bigger story, however, may be planning. New tax rules continue to point toward a higher standard deduction, a larger SALT deduction cap, and expanded estate tax exemptions. These changes could have a meaningful impact on retirement income planning, charitable giving, and legacy strategies.

The takeaway? Markets remain resilient, but this is a great time to review your retirement plan, tax strategy, and income plan to make sure everything still aligns with today's environment and your long-term goals.

If you're retired or planning to retire in the next 5-10 years, now is the time to make sure your plan is built for both opportunity and uncertainty.

Download our 2026 Tax Strategy Playbook:
https://tinyurl.com/2s3vntxj

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Retirement in Miami hits different when your calendar is full because you want it to be, not because it has to be.From W...
06/01/2026

Retirement in Miami hits different when your calendar is full because you want it to be, not because it has to be.

From World Cup matches and Marlins games to waterfront events and city nights, June in Miami is packed with reasons to enjoy the lifestyle you worked hard to build.

The real goal of retirement is freedom. Freedom to travel, explore, spend time with family, and enjoy your city on your own terms.

Which Miami event would you go to first?

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

Most people focus on how much they can makeVery few focus on how much they actually keepTaxes, fees, and poor planning c...
05/31/2026

Most people focus on how much they can make

Very few focus on how much they actually keep

Taxes, fees, and poor planning can quietly take more than the market ever will

Real wealth isn’t just about earning more
It’s about keeping more of what you’ve already built

If your strategy isn’t built around that, you could be leaving money on the table

Download the Retirement Freedom Guide and see what most plans are missing
https://tinyurl.com/2z48am7b

This content is for informational and educational purposes only and should not be considered personalized financial advice. Always consult with a qualified fiduciary advisor before making any financial decisions.

“The Bull of Wall Street.”A symbol of strength, confidence, and forward momentum.In the investing world, the bull repres...
05/30/2026

“The Bull of Wall Street.”

A symbol of strength, confidence, and forward momentum.

In the investing world, the bull represents optimism and long-term growth. But at Guerra Wealth Advisors, we believe true financial strength is not just about chasing returns.

It’s about building a strategy strong enough to weather every market cycle.

Sebastian Guerra inspires every person around him to push harder, think bigger, and never settle for average.Leadership ...
05/30/2026

Sebastian Guerra inspires every person around him to push harder, think bigger, and never settle for average.

Leadership is not just about giving direction.
It’s about motivating others to become the best version of themselves.

That mindset is part of what drives the culture at Guerra Wealth Advisors every day.

We’re growing.Guerra Wealth Advisors is hiring for two exciting opportunities in South Florida:• Financial Specialist (P...
05/29/2026

We’re growing.

Guerra Wealth Advisors is hiring for two exciting opportunities in South Florida:

• Financial Specialist (Phone Sales)
$70,000–$90,000+

• Senior Wealth Advisor
$200,000–$400,000+

If you are passionate about financial planning, retirement strategies, wealth management, and helping families make work optional, we want to hear from you.

At Guerra Wealth Advisors, we help individuals and retirees navigate:
• Retirement income planning
• Tax-efficient strategies
• Investment management
• Estate planning
• Social Security optimization
• Long-term financial security

We are looking for motivated professionals who thrive in a high-performance, client-focused environment and want to grow with one of Miami’s top retirement planning firms.

Apply here:
https://guerrawealth.com/careers/

Address

6401 SW 87th Avenue Ste 119
Miami, FL
33173

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

https://calendly.com/guerrawealthadvisors/schedule-a-meeting?utm_source=Facebook+Organic&u

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